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Name Holding Trade Value Shares
Change
Change in
Stake
EIM
1851
Essex Investment Management
Massachusetts
$14.1K
PP
1852
Pacifica Partners
Canada
$14.1K
QPBE
1853
Quintet Private Bank (Europe)
Luxembourg
$13.8K
MAM
1854
Marquette Asset Management
Minnesota
$13.5K
WAG
1855
Wiser Advisor Group
Arizona
$13.3K +$363 +1 +2%
CWM
1856
Consultiva Wealth Management
Puerto Rico
$12.8K
LIA
1857
Luken Investment Analytics
Tennessee
$12.5K
SWA
1858
SOA Wealth Advisors
New York
$12.5K
MWA
1859
Medallion Wealth Advisors
Connecticut
$12.5K +$1.82K +5 +14%
BHWM
1860
Bay Harbor Wealth Management
Maryland
$12.2K +$2.18K +6 +18%
BFS
1861
Bare Financial Services
Pennsylvania
$12.2K +$6.9K +19 +95%
VERPA
1862
Virginia Estate & Retirement Planning Advisors
Virginia
$12.2K +$14.2K +39 New
JGIA
1863
Jackson Grant Investment Advisers
Connecticut
$11.6K
MSWM
1864
Mowery & Schoenfeld Wealth Management
Illinois
$11.6K
ACA
1865
American Capital Advisory
Idaho
$11.6K +$1.45K +4 +12%
HFS
1866
Hughes Financial Services
Virginia
$11.6K +$3.63K +10 +37%
MWPCG
1867
Measured Wealth Private Client Group
New Hampshire
$11.6K +$13.4K +37 New
EWM
1868
Evermay Wealth Management
Virginia
$11.3K
BONH
1869
Bank of New Hampshire
New Hampshire
$11K -$4K -11 -24%
CCMI
1870
Creative Capital Management Investments
California
$11K +$5.45K +15 +75%
SG
1871
Sankala Group
Colorado
$10.5K -$1.09K -3 -9%
SIS
1872
Strategic Investment Solutions
Illinois
$10.5K +$363 +1 +3%
VWA
1873
VSM Wealth Advisory
Maryland
$10.5K +$363 +1 +3%
PCFFS
1874
Pacific Center for Financial Services
California
$10.3K -$12K -33 -50%
TFM
1875
TFC Financial Management
Massachusetts
$10.3K +$9.08K +25 +313%